Confirming with "transaction as downloaded" nukes category changes

Brian's Avatar


16 Dec, 2020 03:15 PM

Whenever I confirm a transaction, I always want the payee name to be exactly whatever the bank says. As far as I know, the only way to do this is to make sure to confirm with "transaction as downloaded". However, when I do that, the category is changed to something else, and usually the location of that transaction jumps, and the cursor points to a different transaction. Therefore it is extremely difficult to locate the transaction that was just confirmed and change the category again.

  1. 1 Posted by Brian on 16 Dec, 2020 03:16 PM

    Brian's Avatar

    I forgot to mention, I'm running 2021 (build 2012) on Linux.

  2. System closed this discussion on 17 Mar, 2021 03:20 PM.

  3. Brian re-opened this discussion on 07 Apr, 2021 07:23 PM

  4. 2 Posted by Brian on 07 Apr, 2021 07:23 PM

    Brian's Avatar

    This is still a problem as of 2021.1-3062.

  5. 3 Posted by davet65 on 07 Apr, 2021 08:47 PM

    davet65's Avatar

    I think this thread is the same basic issue as this one:

    I posted in that link a while back, essentially asking that transaction merging be as similar as possible among account types and transaction types. I constantly find myself "correcting" downloaded transactions because Merge wasn't there and when I clicked on Downloaded/Previously Entered/Current Transaction, it didn't do what I expected.

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